Boeing said to deliver 32 MAX jets in October, fewest in nearly a year

The FAA issued a directive requiring inspections of certain Boeing 787 aircraft (787-8, 787-9, 787-10) due to potential sealant defects in the central fuel tank. The issue affects 60 U.S. registered aircraft, with inspections estimated to cost $2,890 per plane. The directive aims to prevent potential ignition risks from lightning strikes.

Boeing has received approval from the US Commerce Department to resume direct sales of aircraft and parts to Belarusian airline Belavia, which operates 12 Boeing planes. The US had previously eased sanctions on Belavia in September 2025. This decision allows Boeing to conduct direct business with the airline.

The FAA ordered inspections of certain Boeing 787 Dreamliners due to potential sealant issues in the fuel tank. The directive affects around 60 U.S. aircraft, requiring checks and possible repairs. The FAA estimates 34 hours of work per aircraft at a cost of $2,890, with the directive taking effect in December 2026. According to the FAA, a defect could create serious safety risks if combined with an ignition event.

U.S. defense contractors reported Q3 earnings growth and secured new contracts, but Democratic election wins raised concerns over military spending. Curtiss-Wright (CW) reported 10% revenue growth and raised its 2026 EPS forecast. Leidos (LDOS) and BWX Technologies (BWXT) also posted earnings. Lockheed Martin (LMT), Boeing (BA), and others won multi-million-dollar contracts. Defense stocks fell, with CW, LDOS, and BWXT down 21%, 26%, and 30% YTD.

Lockheed Martin, Boeing, and Curtiss-Wright secured U.S. Navy contracts. Leonardo DRS partnered with AeroVironment for anti-drone lasers. Democrats' midterm wins may impact Trump's $1.5T 2027 defense budget. Defense stocks like LMT, LHX, RTX, and NOC fell. L3Harris, Boeing, and HII reported strong Q3 earnings. Curtiss-Wright (CW) raised its 2026 EPS forecast after a 10% revenue increase and $1.1B in new orders. Leidos (LDOS) beat EPS estimates but missed revenue forecasts.

Russia extended a policy allowing airlines to retain Boeing and Airbus aircraft leased from foreign owners until 2028, according to government reports. The measure, initially set to expire in 2024, has been extended twice. As of now, 407 aircraft remain in Russia, with 202 settled with foreign lessors. The U.S. has permitted Boeing to resume cooperation with Belarusian airline Belavia, which received a Boeing aircraft despite sanctions.